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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Asset Advisors | New Haven | CT | 06/2022 | 08/2023 |
| Salem State University | Salem | MA | 12/2021 | 04/2022 |
| Fay School Summer Camp | Southborough | MA | 06/2021 | 08/2021 |
| Central Massachusetts Podiatry | Worcester | MA | 06/2020 | 08/2020 |
| Knights Of Columbus Asset Advisors | New Haven | CT | 08/2023 | Present |
| Wachusett Regional Highschool | Holden | MA | 09/2015 | 05/2019 |
| Salem State University | Salem | MA | 08/2019 | 05/2023 |
| Vigilant Distributors | Chadds Ford | PA | 06/2024 | Present |
Business Name: Knights of Columbus Asset Advisors Investment -related: Yes, Investment Adviser Address: New Haven, CT Position/title: Marketing and Client Service Associate Start date: 08/21/2023 Approx hours devoted: 15 Duties: - Utilize marketing tools to consistently adapt and better the company website, client books and reports, as well as overall awareness - Develop and strengthen online databases with Bloomberg statistics based on asset products - Use Excel for data analysis - Collaborate on teams' meetings and during in person events on products and strategy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-30 |
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